Stratos Wealth Partners’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

Stratos Wealth Partners’s Portfolio FSZ Stock Details FSZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-100	Closed	-$5K	–	1432
2018 Q3	$5K	Buy	+100	New	+$5.13K	﹤0.01%	2449
2018 Q2	–	Sell	-100	Closed	-$5K	–	1561
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	2600
2017 Q4	$5K	Buy	+100	New	+$5.16K	﹤0.01%	2388

Other funds holding FSZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Partners's FSZ Position: Q4 2018 in Review

Stratos Wealth Partners sold out of First Trust Switzerland AlphaDEX Fund (FSZ) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in FSZ in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 31 funds tracked by Wall St. Rank hold FSZ as of Q4 2018.

Stratos Wealth Partners reported no remaining First Trust Switzerland AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 100 First Trust Switzerland AlphaDEX Fund shares in Q4 2018, an estimated $5K.
Stratos Wealth Partners first reported a position in First Trust Switzerland AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's First Trust Switzerland AlphaDEX Fund position peaked at $5K in Q3 2018.
31 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.